Clearstead Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.9M | Sell |
43,688
-676
| -2% | -$428K | 0.25% | 81 |
|
|
2025
Q4 | $26.8M | Sell |
44,364
-2,318
| -5% | -$1.39M | 0.34% | 59 |
|
|
2025
Q3 | $27.8M | Sell |
46,682
-333
| -0.7% | -$195K | 0.37% | 55 |
|
|
2025
Q2 | $26.6M | Sell |
47,015
-4,705
| -9% | -$2.53M | 0.37% | 52 |
|
|
2025
Q1 | $27.6M | Buy |
51,720
+358
| +0.7% | +$203K | 0.43% | 51 |
|
|
2024
Q4 | $29.3M | Sell |
51,362
-483
| -0.9% | -$283K | 0.44% | 51 |
|
|
2024
Q3 | $29.5M | Sell |
51,845
-1,831
| -3% | -$1.01M | 0.46% | 49 |
|
|
2024
Q2 | $28.7M | Buy |
53,676
+625
| +1% | +$336K | 0.49% | 47 |
|
|
2024
Q1 | $29M | Sell |
53,051
-757
| -1% | -$392K | 1.44% | 14 |
|
|
2023
Q4 | $27.3M | Sell |
53,808
-53,902
| -50% | -$25M | 1.45% | 12 |
|
|
2023
Q3 | $49.2M | Buy |
107,710
+53,754
| +100% | +$25.8M | 1.43% | 12 |
|
|
2023
Q2 | $25.8M | Sell |
53,956
-1,111
| -2% | -$506K | 1.57% | 11 |
|
|
2023
Q1 | $25.2M | Buy |
55,067
+3,111
| +6% | +$1.45M | 1.84% | 10 |
|
|
2022
Q4 | $23M | Buy |
51,956
+2,809
| +6% | +$1.24M | 1.8% | 10 |
|
|
2022
Q3 | $19.7M | Buy |
49,147
+547
| +1% | +$242K | 1.82% | 8 |
|
|
2022
Q2 | $20.1M | Buy |
48,600
+11
| +0% | +$4.97K | 1.57% | 12 |
|
|
2022
Q1 | $23.8M | Sell |
48,589
-210
| -0.4% | -$102K | 1.62% | 11 |
|
|
2021
Q4 | $25.3M | Sell |
48,799
-166
| -0.3% | -$84.5K | 1.72% | 11 |
|
|
2021
Q3 | $23.5M | Sell |
48,965
-571
| -1% | -$280K | 1.76% | 11 |
|
|
2021
Q2 | $24.3M | Buy |
49,536
+145
| +0.3% | +$71.5K | 1.87% | 11 |
|
|
2021
Q1 | $23.5M | Sell |
49,391
-90
| -0.2% | -$41K | 1.96% | 9 |
|
|
2020
Q4 | $20.8M | Sell |
49,481
-45
| -0.1% | -$17.3K | 1.89% | 10 |
|
|
2020
Q3 | $16.8M | Sell |
49,526
-4,295
| -8% | -$1.47M | 1.8% | 11 |
|
|
2020
Q2 | $17.5M | Sell |
53,821
-1,730
| -3% | -$525K | 2.02% | 9 |
|
|
2020
Q1 | $14.6M | Sell |
55,551
-13,891
| -20% | -$4.71M | 2.13% | 9 |
|
|
2019
Q4 | $26.1M | Buy |
69,442
+1,059
| +2% | +$383K | 3.16% | 4 |
|
|
2019
Q3 | $24.1M | Sell |
68,383
-107
| -0.2% | -$37.5K | 3.23% | 3 |
|
|
2019
Q2 | $24.3M | Buy |
68,490
+3,763
| +6% | +$1.32M | 3.23% | 3 |
|
|
2019
Q1 | $22.4M | Sell |
64,727
-2,708
| -4% | -$911K | 3.08% | 3 |
|
|
2018
Q4 | $20.4M | Sell |
67,435
-2,093
| -3% | -$697K | 3.18% | 3 |
|
|
2018
Q3 | $25.5M | Buy |
69,528
+2,140
| +3% | +$784K | 3.5% | 5 |
|
|
2018
Q2 | $23.9M | Buy |
67,388
+79
| +0.1% | +$27.8K | 3.41% | 5 |
|
|
2018
Q1 | $23M | Buy |
67,309
+3,535
| +6% | +$1.23M | 3.33% | 5 |
|
|
2017
Q4 | $22M | Sell |
63,774
-106
| -0.2% | -$35.7K | 2.99% | 5 |
|
|
2017
Q3 | $20.8M | Sell |
63,880
-162
| -0.3% | -$51.5K | 2.71% | 6 |
|
|
2017
Q2 | $20.3M | Buy |
64,042
+2,640
| +4% | +$831K | 2.97% | 6 |
|
|
2017
Q1 | $19.2M | Buy |
61,402
+6,990
| +13% | +$2.17M | 2.79% | 6 |
|
|
2016
Q4 | $16.4M | Buy |
+54,412
| New | +$15.7M | 2.66% | 7 |
|
Other funds holding MDY
Clearstead Advisors's MDY Position: Q1 2026 in Review
Clearstead Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.5% in Q1 2026, selling an estimated $428K and leaving 43,688 shares worth $26.9M. The position accounts for 0.25% of the portfolio, ranked #81.
Clearstead Advisors first reported a position in MDY in Q4 2016 and has held it in 38 quarters since. The position peaked at $49.2M in Q3 2023. 1,448 funds tracked by Wall St. Rank hold MDY as of Q1 2026.
- Clearstead Advisors held 43,688 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $26.9M as of Q1 2026.
- Clearstead Advisors sold 676 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2026, an estimated $428K.
- State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.25% of Clearstead Advisors's portfolio in Q1 2026, its #81 holding.
- Clearstead Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $49.2M in Q3 2023.
- 1,448 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.